See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $39,279 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT COMPANY LLC Service code 22 5900 O STREET · LINCOLN, NE 68510 | Insurance Broker | $20,531 |
DIVERSIFIED TRUST COMPANY9+ years Service code 21 6075 POPLAR AVENUE, SUITE 850 · MEMPHIS, TN 38119 | Bank Trustee | $12,472 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 15 8580 LA MESA BOULEVARD, SUITE 101 · LA MESA, CA 91942 | Recordkeeping | $6,804 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 22 6300 BRIDGE PONT PLWY BLDG 1 ST · AUSTIN, TX 78730 | Insurance Broker | $1,641 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $344,948-100.0% | $334,201-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 51.8%-51.8pp | 43.9%-43.9pp | 44.0%-44.0pp |
| Annual return | 8.23% | 10.03%-1.8pp | 9.84%-1.6pp | 13.05%-4.8pp |
| Employer contribution / active EE | $232,097 | $31,905+627.5% | $30,320+665.5% | $37,639+516.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $59,591-100.0% | $53,213-100.0% | $30,864-100.0% |